Lensar
LNSR on Nasdaq. Market value $82m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
2 long-term investors we follow own it, unchanged from 2 last quarter. 76 funds in all.
- GAMCO InvestorsMario Gabelli
- Value
- $188,430
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Brandes Investment PartnersCharles Brandes | $6m | <0.1% | Added |
| GAMCO InvestorsMario Gabelli | $188,430 | <0.1% |
Largest holders overall
- Brandes Investment Partners$6mAdded
- Vanguard Capital Management$2mAdded
- Groupe la Francaise$1m
- RBF Capital$1mAdded
- BlackRock$1mCut
- CSS$933,300
- Dimensional Fund Advisors LP$865,687Cut
- Credit Industriel ET Commercial$824,290
- Kerrisdale Advisers$795,917
- Millennium Management$689,083Added
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
3 investors own more than 5%.
- ELLIS THOMAS BStrategic holderat least 55.9%(filed with 5 related holders)Since 23 March 2025
What they said
Item 4 is hereby amended and supplemented to add the following at the end thereof: On March 23, 2025, concurrent with the execution of an Agreement and Plan of Merger (the "Merger Agreement") by and among the Issuer, Alcon Research, LLC ("Parent") and its wholly owned subsidiary…
Read the filing - Brandes Investment PartnersPassive investor8.5%+2.0 ptsSince 30 September 2025
- Nicholas T. CurtisPassive investor8.5%Since 31 March 2025
- Dimensional Fund Advisors LPPassive investorSold down below 5%Since 31 March 2025
- BlackRock, Inc.Passive investorSold down below 5%Since 30 June 2026
- Park West Asset Management LLCPassive investorSold down below 5%Since 31 March 2025
| Holder | Stake | Since | |
|---|---|---|---|
ELLIS THOMAS B Strategic holder | at least 55.9% (filed with 5 related holders) | 23 March 2025 | What they saidItem 4 is hereby amended and supplemented to add the following at the end thereof: On March 23, 2025, concurrent with the execution of an Agreement and Plan of Merger (the "Merger Agreement") by and among the Issuer, Alcon Research, LLC ("Parent") and its wholly owned subsidiary… Read the filing |
Brandes Investment Partners Passive investor | 8.5%+2.0 pts | 30 September 2025 | |
Nicholas T. Curtis Passive investor | 8.5% | 31 March 2025 | |
Dimensional Fund Advisors LP Passive investor | Sold down below 5% | 31 March 2025 | |
BlackRock, Inc. Passive investor | Sold down below 5% | 30 June 2026 | |
Park West Asset Management LLC Passive investor | Sold down below 5% | 31 March 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 31 Mar 2026, plus the 10-Q filed 13 Aug 2026 and 5 later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.